Impact Fund™:
Empower lasting change
How can you do more for your communities, causes you cherish and for others? As your giving partner, we want to help you fulfill your hope to spread joy. Through our Impact Fund we have curated a selection of investments to support greater resiliency and quality of life for all by generating net positive social/environmental impact.
We believe investing in companies with responsible business practices, a commitment to long-term, sustainable value creation, and embracing the wider demands of all people and the planet we share, will generate outperformance relative to the market over the long term and have a positive impact on the communities in which they operate.
We believe investing in companies with responsible business practices, a commitment to long-term, sustainable value creation, and embracing the wider demands of all people and the planet we share, will generate outperformance relative to the market over the long term and have a positive impact on the communities in which they operate.
Our Impact Fund is actively managed and globally diversified for donors seeking a competitive financial return alongside net positive social and environmental impacts over the long term. The fund has exposure to public and private assets.
Download our brochure for summary information about this fund.
- Investment manager: Cambridge Associates
- Benchmark: 80/20 equity/fixed income
- Time horizon: 7 or more years
Case studies
The objectives of this fund are to support greater resiliency and quality of life for all by generating net positive social/environment impact through its investments and outperform the "market" (defined as simple 80/20 stock/bond portfolio).
These case studies are examples of investments that may be included in the fund.
These case studies are examples of investments that may be included in the fund.
Reach Capital
Reach Capital was founded in 2015 by a diverse team with significant experience investing in education technology companies. This venture capital manager is from our former Core Growth Portfolio.
Reach believes education is vital to improving economic mobility and access to opportunities, in turn creating positive impact and inspiring lasting change in communities. The firm focuses on investing in early-stage edtech companies across the lifetime learning spectrum from early education to higher education and the future of work.
The fund has provided impressive performance with returns ranking in the top quartile across its peer universe.
Reach believes education is vital to improving economic mobility and access to opportunities, in turn creating positive impact and inspiring lasting change in communities. The firm focuses on investing in early-stage edtech companies across the lifetime learning spectrum from early education to higher education and the future of work.
The fund has provided impressive performance with returns ranking in the top quartile across its peer universe.
CIM Enterprise Loan Fund
CIM Enterprise Loan Fund was founded in 2012. This public credit investment is from our former Core Growth and Mission Growth Portfolios.
CIM Enterprise provides funding to empower small businesses and consumers, who are often underserved by traditional lenders. They take an intentional financial inclusion and community approach with the understanding that small-business lending is critical for job creation and economic expansion, ultimately bringing hope to local communities.
The objective of the investment is to deliver positive societal impact and attractive risk-adjusted returns. The fund has delivered annualized +7.1% net return versus a +3.0% for return for the benchmark with very low levels of risk since its inception.
CIM Enterprise provides funding to empower small businesses and consumers, who are often underserved by traditional lenders. They take an intentional financial inclusion and community approach with the understanding that small-business lending is critical for job creation and economic expansion, ultimately bringing hope to local communities.
The objective of the investment is to deliver positive societal impact and attractive risk-adjusted returns. The fund has delivered annualized +7.1% net return versus a +3.0% for return for the benchmark with very low levels of risk since its inception.
Since their founding in 1973, Cambridge Associates has been a market leader in building diversified investment portfolios. With 11 offices around the globe and a world-class network of managers, they offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.
With $568 billion in assets under advisement, Cambridge Associates is building a custom portfolio to meet Thrivent Chartiable’s needs and goals, targeting to outperform the market. Their team believes its clients do not have to choose between long-term portfolio returns and positive, real-world impact.
With $568 billion in assets under advisement, Cambridge Associates is building a custom portfolio to meet Thrivent Chartiable’s needs and goals, targeting to outperform the market. Their team believes its clients do not have to choose between long-term portfolio returns and positive, real-world impact.
Donors must itemize deductions to receive a charitable income tax deduction. Charitable giving can result in tax, legal and financial consequences. Thrivent Charitable Impact & Investing® does not provide legal, accounting or tax advice. Consult your attorney or tax professional.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risks, including the possible loss of principal.
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risks, including the possible loss of principal.
Performance results will include Thrivent Charitable administrative fees and may differ from the results of the underlying fund.